Deploy Cubes

1. Open the Microsoft Dynamics AX client.

2. Start the SQL Server Analysis Services project wizard (File > Tools >
Business Intelligence (BI) tools > SQL Server Analysis Services project
wizard).
3. On the Analysis Services project wizard page, click Next.
4. On the Select an option page, click Deploy and then click Next.
5. On the Select an existing Analysis Services project page, click Select a
project from the AOT. Select the Dynamics AX project from the list. Click Next.
6. On the Deployment options page, do the following:
a. Select the Deploy the project check box.
b. Enter the name of the server that is running Analysis Services.
c. Click Create new database. By default, the database will be named
Dynamics AX. If you
want the database to have a different name, enter
a new name.
d. Select the Process the project after it is successfully deployed check
box.
e. Click Next to deploy and process the cubes.
7. On the Deploying page, click Next when the deployment is completed.
8. Click Finish to close the wizard.

Create a New Perspective

Follow these steps to create a new perspective:
1. In the AOT, expand the Data Dictionary node. Right-click the Perspectives
node, and then click New Perspective.
2. Select the perspective's node. In the Properties sheet, specify the following
property values:
o Name: SalesAnalysis
o Label: Sales Analysis
o Usage: OLAP

Add a View to a Perspective

The following procedure shows how to add a view to a perspective:

1. In the AOT, right-click the Data Dictionary node, and then click Open New
Window.
2. In the new window, expand the Views node. Drag the following views onto
the Views node of the SalesAnalysis perspective:
o CustTransTotalSales: contains sales invoice details
o CustTableCube: contains master customer data

Add a Table to a Perspective

The following procedure shows how to add a table to a perspective:
1. In the second AOT, expand the Tables node. Drag the CustPaymModeTable
table onto the Tables node of the SalesAnalysis perspective. This table
contains payment information.
2. In the AOT, right-click the SalesAnalysis perspective, and then click Save.

Specify Measures and Attributes

Follow these steps to set properties on the CustTransTotalSales
view:
1. In the SalesAnalysis perspective, select the CustTransTotalSales view.
2. In the Properties sheet, set the following values:
o AnalysisDimensionType: Transaction
o AnalysisDimensionLabel: Sales type
3. For the following fields in the view, set the AnalysisUsage to Attribute:
o TransType
o TransDate
4. For the AmountMST field, set the following parameters:
o AnalysisUsage: Measure
o AnalysisDefaultTotal: Sum
o ExchangeRateDateField: TransDate.
This setting specifies that the currency exchange will be calculated using the
rate on the transaction date.

Follow these steps to set properties on the CustTableCube view:

1. In the SalesAnalysis perspective, select the CustTableCube view.
2. In the Properties sheet, set the following values:
o AnalysisDimensionType: Auto.
This uses the setting from the parent table
o AnalysisDimensionLabel: Customer information
o AnalysisMeasureGroupLabel: Customer details
3. For the following fields in the view, set the AnalysisUsage to Attribute:
o Blocked
o GroupName
o City
o County
o Name
o State
4. For the AccountNum field, set the following parameters:
o AnalysisUsage: Measure
o AnalysisDefaultTotal: Count

Follow these steps to set properties on the CustPaymModeTable

table:
1. In the SalesAnalysis perspective, select the CustPaymModeTable table.
2. In the Properties sheet, set the following values:
o AnalysisDimensionType: Auto
3. For the following fields in the table, set the AnalysisUsage to Attribute:
o Name
o PaymMode
o TypeOfDraft
o AccountType

Create an Analysis Services Project

1. Click Tools > Business Intelligence (BI) tools > SQL Server Analysis
Services project wizard. The SQL Server Analysis Services project wizard form
appears.
2. Click Next.
3. Select Create. In the Project name field, type Dynamics AX SalesAnalysis.
Click Next.
4. Select Sales analysis from the Available list and move it to the Selected
list. Click Next.
5. On the Select Microsoft Dynamics AX dimensions page, click Next.
6. Select Date from the Available list and move it to the Selected list. Click
Next.
7. Select Arabic, Chinese (Simplified), and English (United States) from the
Available list and move them to the Selected list. Click Next.
8. Select Add foreign currency support to the Analysis Services project and
then click Next. After the project is generated, click Next again.
9. Select Save to AOT. Select Dynamics AX from the list, or create a new AOT
node. Select Save to disk, type the location to which to save the project, and
then click Next.
10. If the project is completed, you can also deploy from this wizard.
a. On the Deployment options page, Select Deploy the project. Specify
the server name.
b. Select Create new database. Type Dynamics AX SalesAnalysis.
c. Select Process the project after it is successfully deployed and then
click Next.
d. Click Next and then Finish.

Define KPI for a Cube

1. Open the Analysis Services Project that you previously created by clicking
File > Open and browsing to the project file at:
C:\Users\Administrator\Documents\AnalysisServicesProjects\Dyna mics AX
Sales Analysis.
2. In the Solution Explorer, double-click the SalesAnalysis.cube node.
3. On the toolbar for the KPIs tab, click New KPI. A form displays that allows
you to define the KPI.

4. For the Name field, type "Customer Sales".

5. For the Value Expression field, type the following expression. [Measures].
[Total customer sales count]
6. For the Goal Expression field, enter "7500". This identifies the goal for the
total customer sales count.
7. For the Status indicator field, select Gauge from the drop-down list.
8. For the Status expression field, type the following expression:
Case
When [Measures].[Total customer sales count] >= 7500
Then 1
When [Measures].[Total customer sales count] < 7500 AND [Measures].
[Total customer sales count] > 6500
Then 0
Else -1
End
9. Copy the same expression to the Trend expression field
10. After the KPI is defined, also add the translations for the cube name in
BIDS:

Follow these steps to view the KPI:

1. On the Build menu, click Deploy Dynamics AX SalesAnalysis.
2. On the toolbar for the KPIs tab, click Browser View. The KPI displays in the
list.

Create an ODC File

1. Open Microsoft Excel by clicking Data > From Other Sources > From
Analysis Services. The Data Connection Wizard is displayed.
2. On the Connect to Database Server page, specify the server that has the
Analysis Services database, select Use Windows authorization and then click
Next.
3. On the Select Database and Table page, select the Dynamics AX Sales
Analysis database. Clear the Connect to a specific cube or table check box,
and then click Next.

4. On the Save Data Connection File and Finish page, enter a file name and
friendly name, and then click Finish. The Import Data wizard is displayed.
5. Click Properties.
6. On the Definition tab, verify that the connection string points to the
correct Analysis Services database. Click Export Connection File.
7. Provide a name for the file, for example, Dynamics AX.odc.
8. Click Save and close Excel.
Follow these steps to add the ODC file to Enterprise Portal:
1. Open Enterprise Portal. Make sure that you are accessing the main
Enterprise Portal site. From the Site Actions menu, click New Document
Library.
2. In the Name field, enter Data Connections.
3. In the Navigation and Document Version History sections, select No.
4. In the Document Template section, select None. Click Create.
5. Click Add document.
6. Click Browse and locate the ODC file that you created: for example,
..\Documents\My Data Sources\Dynamics AX.odc. Click OK.
Display a KPI in a Role Center Web Part
1. Navigate to the Sales Manager role center page.
2. On the Site Actions menu, click Edit Page. Locate the Middle Column
section, and then click Add a Web Part.
3. In the Add a Web Part dialog box, select Microsoft Dynamics AX under
Categories, select Business Overview Web Part, and then click Add.
4. Click the drop-down menu for the web part and click Edit Web Part. The
web part properties display.
5. For the Select mode property, select KPI List.
6. Expand the Business Overview Setup node.
7. In the Data Connection field, enter the relative path to the ODC file in the
Enterprise Portal document library. In this case Data Connections\Dynamics
AX.odc

8. The path comes from the Enterprise Portal Document library where you
uploaded the ODC file in step 6 on the ODC file to Enterprise Portal section.
9. In the Sales KPIs web part, click Add KPIs.
10. In the Business Overview - Add KPI dialog box, select the Sales Analysis
cube and select the Customer Sales KPI. For the Display value as field, select
Count and then click OK.

10. Click Exit Edit Mode to save the changes made to the page.

9. After that, the Cube and KPI is available to select when adding the KPI and
the KPI displays the correct values.

Analyze Cube Data with Excel

Follow these steps to analyze cube data in a Microsoft Office Excel

pivot table:
1. Open Microsoft Office Excel. Click Data > From Other Sources > From
Analysis Services. The Data Connection Wizard opens.
2. On the Connect to Database Server page, enter "localhost" for the server
and use Windows Authentication. Then click Next.
3. On the Select Database and Table page, select the Dynamics AX database,
select the General ledger cube, and then click Next.
4. On the Save Data Connection File and Finish page, enter a file name and
friendly name, and then click Finish.
5. In the Import Data dialog box, select PivotTable Report, specify the
location for the report within the spreadsheet, and then click OK.
6. In the Pivot Table Field List pane, select General ledger amount accounting currency which is located under the Ledger transactions node.
This adds the measure to the data region area in the pivot table.
7. Select Account type and Number located under the Chart of accounts
node.
8. Browse the data in the pivot table. Use the column filter to select specific
accounts to view.

Analyze Cube Data with Management Studio

Follow these steps to analyze cube data:

1. Open Microsoft SQL Server Management Studio.
2. On the Connect to Server page, for the Server type field, select Analysis
Services. Enter the name of the server that contains the Analysis Services
database for the General Ledger cube, enter the credentials used to access
the server, and then click Connect.
3. Right-click Databases > Dynamics AX > Cubes > General ledger cube
and then click Browse
4. In the General ledger cube [Browse] window, drag Measures > Ledger
transactions > General ledger amount - transaction currency onto the data
region area.
5. In the General ledger cube [Browse] window, drag Chart of accounts >
Main Account onto the row field area.
6. Browse the data.